Demo environment. Everything here is fictional sample data for a made-up heating business.

Whitfield Heating & Plumbing

Overview · sample data

Open quote value

£10,932

5 quotes awaiting a decision

Awaiting follow-up

2

Reminders due today or overdue

Accepted this month

2

Quotes customers said yes to

Accepted value this month

£6,960

Including VAT

Accepted quote value

Last 6 months, including VAT

£42,936

Upcoming follow-ups

  • SOSarah OkaforReminder 2 · £3,780Overdue
  • PSPriya ShahReminder 1 · £2,232Overdue
  • JWJames WhitfieldReminder 1 · £2,80812 Nov
  • TGTom GallagherReminder 2 · £76812 Nov
  • MEMark EllisonReminder 3 · £1,34413 Nov

Recent quotes

  • Hannah LewisQ-0135 · Landlord gas safety + service£174
  • James WhitfieldQ-0140 · Combi boiler installation£2,808
  • Daniel PriceQ-0134 · Outside tap and garden supply£384
  • Priya ShahQ-0139 · Bathroom refit — first fix plumbing£2,232
  • Tom GallagherQ-0138 · Consumer unit upgrade£768
  • Sarah OkaforQ-0137 · Kitchen extension rewire£3,780

Quote status

26quotes
  • draft1
  • sent5
  • accepted15
  • declined5

Quote conversion

Win rate 75%
SentAccepted